Scale Virtually is looking for a Client Onboarding & Process Manager to own the client journey from contract signing through placement readiness and operational transition. This is a delivery and relationship management role focused on ensuring a smooth and effective onboarding process.
What You'll Do
- Lead structured onboarding and discovery calls with new clients.
- Set clear expectations around project scope and timelines.
- Translate client workflows into structured SOP documentation.
- Draft and refine detailed job descriptions for new roles.
- Coordinate with Placement Specialists during the recruitment process.
- Manage client alignment and communication throughout onboarding.
- Train newly placed Virtual Assistants on delegated workflows and documented processes.
- Ensure a smooth transition of clients into ongoing operations.
What We're Looking For
- 3–6+ years of experience in client onboarding, implementation, account management, or operations.
- Proven experience managing client expectations in structured, process-driven environments.
- Direct experience building SOPs or similar process documentation.
- Strong written and verbal English communication skills.
- Ability to balance structured process with relationship management.
- Comfortable working cross-functionally within a remote team.
Nice to Have
- Experience in BPO, SaaS operations, or startup environments.
- Familiarity with project management tools such as ClickUp or Monday.com.
- Exposure to automation or process improvement initiatives.
Team & Environment
You will report directly to the Client Services Manager and collaborate closely with both the Placement and Operations teams.
Benefits & Compensation
- A fully remote work environment.
- Paid onboarding and training.
- Direct impact on client retention and fulfillment quality.
- High visibility with leadership.
- Monthly compensation: $1,380 – $1,730 based on experience.
Work Mode
This is a fully remote position with a global work mode.
